Show notes
Alex and Nick open the show with news that Amazon is officially offering to license their "Just Walk Out" cashierless technology to retailers, something we called on WTA months ago! Next, they look at how the PLAT ETF has been performing during the market downturn and then cover incumbent tech integrations, highlighting multiple deals over the past years.TIMESTAMPS:00:23 - Amazon's "Just Walk Out" technology licensing 8:17 - PLAT ETF Performance 9:45 - Incumbent and Tech Integration 23:08 - QVC and Zulily 31:19 - Comcast/Golf Channel + GolfNow 34:40 - Ping An + Good Doctor 41:42 - Sotheby's + Viyet 49:00 - Walmart Grocery
